Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.74B |
| 2 |
Mercado Libre
MELI
|
$1.3B |
| 3 |
Grab
GRAB
|
$1.14B |
| 4 |
DoorDash
DASH
|
$1.02B |
| 5 |
Unity
U
|
$988M |
Top Sells
| 1 |
Amazon
AMZN
|
$1.99B |
| 2 |
NVIDIA
NVDA
|
$1.08B |
| 3 |
Microsoft
MSFT
|
$767M |
| 4 |
DocuSign
DOCU
|
$663M |
| 5 |
Danaher
DHR
|
$624M |
Sector Composition
| 1 | Technology | 20.67% |
| 2 | Healthcare | 9.55% |
| 3 | Financials | 9.17% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Affirm
AFRM
$28.8B
| $817M | 0.1% |
8,120,691
+2,696,841
| +50% | +$271M |
|
202
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $815M | 0.1% |
5,499,905
-109,265
| -2% | -$16.2M |
|
203
Mondelez International
MDLZ
$79.5B
| $809M | 0.1% |
12,205,100
+416,800
| +4% | +$27.6M |
|
204
Waste Management
WM
$91.2B
| $809M | 0.1% |
4,845,944
+1,034,035
| +27% | +$173M |
|
205
Applied Materials
AMAT
$128B
| $806M | 0.1% |
5,123,494
-438,986
| -8% | -$69.1M |
|
206
Moody's
MCO
$91.4B
| $798M | 0.1% |
2,043,670
+51,412
| +3% | +$20.1M |
|
207
iShares MSCI USA Quality Factor ETF
QUAL
$54.2B
| $795M | 0.1% |
5,459,588
+328,474
| +6% | +$47.8M |
|
208
S&P Global
SPGI
$167B
| $791M | 0.1% |
1,677,067
+53,685
| +3% | +$25.3M |
|
209
Elevance Health
ELV
$71.8B
| $789M | 0.1% |
1,701,141
+51,202
| +3% | +$23.7M |
|
210
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $783M | 0.1% |
7,316,197
+194,579
| +3% | +$20.8M |
|
211
iShares Short Treasury Bond ETF
SHV
$20.8B
| $767M | 0.09% |
6,947,947
+515,778
| +8% | +$57M |
|
212
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $765M | 0.09% |
4,276,709
+268,549
| +7% | +$48M |
|
213
General Motors
GM
$55.8B
| $752M | 0.09% |
12,828,792
+585,271
| +5% | +$34.3M |
|
214
Ally Financial
ALLY
$12.6B
| $749M | 0.09% |
15,741,702
+322,380
| +2% | +$15.3M |
|
215
Invesco S&P 500 Low Volatility ETF
SPLV
$8B
| $743M | 0.09% |
10,826,803
+167,962
| +2% | +$11.5M |
|
216
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.2B
| $742M | 0.09% |
3,628,672
+253,840
| +8% | +$51.9M |
|
217
T-Mobile US
TMUS
$284B
| $740M | 0.09% |
6,382,109
+1,190,860
| +23% | +$138M |
|
218
Eaton
ETN
$136B
| $733M | 0.09% |
4,238,992
+194,484
| +5% | +$33.6M |
|
219
Ford
F
$46.8B
| $724M | 0.09% |
34,881,594
+7,292,350
| +26% | +$151M |
|
220
10x Genomics
TXG
$1.74B
| $724M | 0.09% |
4,858,797
-1,216,315
| -20% | -$181M |
|
221
Zillow
Z
$20.4B
| $723M | 0.09% |
11,328,159
-3,620,076
| -24% | -$231M |
|
222
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $723M | 0.09% |
9,375,338
+924,999
| +11% | +$71.3M |
|
223
Ball Corp
BALL
$14.3B
| $718M | 0.09% |
7,462,224
+178,927
| +2% | +$17.2M |
|
224
American Electric Power
AEP
$59.4B
| $710M | 0.09% |
7,984,846
+473,494
| +6% | +$42.1M |
|
225
iShares Select Dividend ETF
DVY
$20.8B
| $702M | 0.09% |
5,725,563
+44,709
| +0.8% | +$5.48M |
|